Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief People Officer | June 01, 2026 | June 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FORRESTER RESEARCH, INC.
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,230 |
Ending reported balance
After 2026-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-01 · Exercise / conversion · Acquired 4,913 · Balance 11,671 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2026-06-01 · Tax withholding · Disposed 1,441 · Balance 10,230 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2026 of the restricted stock units awarded to the reporting person on June 3, 2024. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,825 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 4,913 · Balance 9,825 F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion, upon vesting, of restricted stock units into common stock.
F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2026 of the restricted stock units awarded to the reporting person on June 3, 2024. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards.
F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F4: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 17:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 4,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-253028 · ownership.xml · derivative · entry 3 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,825 Underlying: Common Stock · 4,913 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4 · derivative.exercise_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. F4 · derivative.expiration_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 17:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,441 | $7.22 | $10,404.02 |
DisclosureSEC source: 0001193125-26-253028 · ownership.xml · nonDerivative · entry 2 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,230 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2026 of the restricted stock units awarded to the reporting person on June 3, 2024. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 17:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-253028 · ownership.xml · nonDerivative · entry 1 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,671 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:41 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140332 · ownership.xml · derivative · entry 4 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5 · derivative.exercise_date: On April 1, 2026, the reporting person was granted 25,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. F5 · derivative.expiration_date: On April 1, 2026, the reporting person was granted 25,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:41 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140332 · ownership.xml · derivative · entry 3 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4 · derivative.exercise_date: On April 1, 2025, the reporting person was granted 20,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On April 1, 2025, the reporting person was granted 20,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:41 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,732 | $5.39 | $9,335.48 |
DisclosureSEC source: 0001193125-26-140332 · ownership.xml · nonDerivative · entry 2 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,758 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2026 of the restricted stock units awarded to the reporting person on April 1, 2025. The award includes a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the award. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:41 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140332 · ownership.xml · nonDerivative · entry 1 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,490 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| June 01, 2025 Filed Jun 2, 2025 15:18 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 4,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080049 · ownership.xml · derivative · entry 3 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,738 Underlying: common stock · 4,913 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4 · derivative.exercise_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. F4 · derivative.expiration_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. Read SEC document |
| June 01, 2025 Filed Jun 2, 2025 15:18 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080049 · ownership.xml · nonDerivative · entry 2 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,490 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2025 of the restricted stock units awarded to the reporting person on June 3, 2024. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| June 01, 2025 Filed Jun 2, 2025 15:18 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080049 · ownership.xml · nonDerivative · entry 1 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,913 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantNon-Qualified Stock Options (Right to Buy) · Derivative | 23,333 | $0.00 Strike: $9.36 | $0.00 |
DisclosureSEC source: 0000950170-25-049990 · ownership.xml · derivative · entry 2 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,333 Underlying: common stock · 23,333 shares Expires 2035-03-31 F3 · derivative.exercise_date: The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries of the grant date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049990 · ownership.xml · derivative · entry 1 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: common stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: On April 1, 2025, the reporting person was granted 20,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On April 1, 2025, the reporting person was granted 20,000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 19,651 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068412 · ownership.xml · derivative · entry 1 Gonsalves Jobina · CIK 0002025378 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,651 Underlying: common stock · 19,651 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F3 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. F2 · derivative.expiration_date: On June 3, 2024, the reporting person was granted 19,651 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2025, June 1, 2026, June 1, 2027 and June 1, 2028. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.